Category: What I’m Reading Today

Be in the know. 10 key reads for Friday…

  1. Jim Cramer: I’m With Warren Buffett on This One (TheStreet)
  2. China Stocks Are Handily Beating U.S. Since Coronavirus Outbreak. Here’s Why (Bloomberg)
  3. Billionaire Sam Zell says he is buying some ‘ridiculously low’ stocks in the wild market swings (CNBC)
  4. ‘Bond King’ Gundlach says Fed panicked and short-term rates are ‘headed toward zero’ (CNBC)
  5. ValueAct’s Jeffrey Ubben buys BP and says oil company can be ‘part of the solution’ (CNBC)
  6. OPEC deal in jeopardy as Russia stalls over deepest round of supply cuts since 2008 (CNBC)
  7. Bullard Says Fed Watching Virus Fallout, Willing to Do More (Bloomberg)
  8. Fed’s Kaplan thinks U.S. can avoid coronavirus recession as Williams says central bank will keep using tools (MarketWatch)
  9. Can Gilead Change Its Dim Fortunes On An Immuno-Oncology Buyout? (Investors)
  10. Global equity outflows hit $23bn on coronavirus fears (Financial Times)

 

Be in the know. 10 key reads for Thursday…

  1. Be Like Warren Buffett in Times Like These. Here’s How. (Barron’s)
  2. Federal Reserve Retools Capital Rules for Largest U.S. Banks (Wall Street Journal)
  3. Market-Beating Bank CEOs Are a Rare Breed (Wall Street Journal)
  4. Cramer’s most trusted market indicator says to start buying stocks (CNBC)
  5. Larry Kudlow Says ‘We’re Not Going to Panic’ Over the Economy (Bloomberg)
  6. Capitulation Moment? ‘We are giving up on energy’, say Jefferies analysts, who compare beaten-down sector to ‘62 Mets (MarketWatch)
  7. Oil prices rise on report OPEC agrees 1.5 million barrel-per-day production cut (MarketWatch)
  8. Buffett-Backed 30-Year-Old Goes to War With Latin American Banks (Bloomberg)
  9. Exxon CEO sticks to spending targets despite oil downturn (Reuters)
  10. The Old Dominion “Snapback” Stock Market? (and Sentiment Results) (ZeroHedge)

Be in the know. 10 key reads for Wednesday…

  1. Investors Got the Fed’s Rate Cut Wrong. ‘Putting Some Money to Work Isn’t a Bad Idea.’ (Barron’s)
  2. The Fed Just Cut Interest Rates. Get Ready to Refinance Your Mortgage. (Barron’s)
  3. This $5 Billion Stock Fund’s Manager Thinks Like a Founder. It’s Working. (Barron’s)
  4. Saudis Want OPEC+ to Cut More Than 1 Million Barrels a Day (Bloomberg)
  5. Here’s how billionaire investor Howard Marks is telling clients to ride out coronavirus volatility (MarketWatch)
  6. Warren Buffett Can’t Resist This Bargain As He Buys Amid Coronavirus Correction (Investor’s)
  7. Fed rate cut to boost homebuyers’ spending power (Fox Business)
  8. iPhone Maker Foxconn Expects 15% Q1 Revenue Hit From Coronavirus, Says Production Rebounding (Benzinga)
  9. US Fed’s coronavirus rate cut is first move in a dance with markets (Financial Times)
  10. Private payrolls up 183,000 as hiring shows no signs of coronavirus scare (CNBC)

Be in the know. 10 key reads for Tuesday…

  1. Chevron to Give Up to $80 Billion to Investors Over 5 Years (Bloomberg)
  2. OPEC’s oil cut proposal would boost price to $60 a barrel – Russia’s Lukoil (Yahoo! Finance)
  3. 4 Stocks Yielding 6% or More to Buy Now as Yields Plunge to Historic Lows (24/7 Wall Street)
  4. Jack Welch, G.E. Chief Who Became a Business Superstar, Dies at 84 (New York Times)
  5. OPEC Tries to Head Off Oil Glut as Coronavirus Saps Demand (New York Times)
  6. Luke Bryan gets into the beer game with new Two Lane American Golden Lager (USA Today)
  7. Gilead Sciences to Buy Forty Seven for $4.9 Billion (Wall Street Journal)
  8. G-7 Pledges to Fight Virus, Stops Short of Specific Action (Bloomberg)
  9. Executives are buying their own companies’ beaten-down stocks — here are nine with large purchases (MarketWatch)
  10. Pfizer Announced a Plan to Identify a Possible Coronavirus Treatment (MarketWatch)

 

 

Be in the know. 17 key reads for Monday…

1. Didn’t Sell Before the Big Plunge? Here’s the Good News. (Barron’s)
2. Why U.S. Markets Could Recover Quickly From Coronavirus Hit (Barron’s)
3. Energy Stocks Have Plunged. Here’s an ETF to Play a Rebound. (Barron’s)
4. A China Expert Explains Why Coronavirus Fears Are Overblown (Barron’s)
5. Immigration Is Helping Shield Canada From Global Slowdown (Wall Street Journal)
6. Archery Dodgeball Delivers Exactly What It Promises (Wall Street Journal)
7. Wall Street Has Lost Its Nerve. What Will It Take to Get It Back? (New York Times)
8. Central Banks Pledge to Ensure Stability as OECD Sounds Alarm (Bloomberg)
9. Boeing Goes on Hiring Spree in High-Stakes Gamble on 737 Max (Bloomberg)
10. Italy Shows How to Tackle the Coronavirus Impact (Bloomberg)
11. Investors cannot sit on the fence after coronavirus stock rout — it’s time to buy stocks, Bernstein says (MarketWatch)
12. Surgeon general wants you to stop buying masks to protect yourself from coronavirus: ‘They are not effective’ (MarketWatch)
13. ‘Once you really hate yourself, buy lower than you thought was possible’ — history suggests this approach pays off (MarketWatch)
14. Oil rebounds sharply as traders pin hopes on OPEC cuts this week (MarketWatch)
15. Italy unveils €3.6bn stimulus to tackle coronavirus (Financial Times)
16. Energy Stocks Kinder Morgan, Energy Transfer See Big Insider Buys (Yahoo! Finance)
17. Market Technicians Think the Selloff Isn’t Over (Wall Street Journal)

Be in the know. 25 key reads for Sunday…

  1. Singapore Emerges as Litmus Test for Coronavirus Containment by Philip Heijmans (Bloomberg)
  2. What will ‘Super Tuesday’ mean for US investors? (Financial Times)
  3. Here’s A List Of Who Was Puking Stocks This Week (ZeroHedge)
  4. Jim Rogers Says Investors Should Buy Now! (The Street)
  5. Typical March Trading: Slow Start, Mid-Month Surge & Uninspiring Finish (Almanac Trader)
  6. No, You DO NOT Need Face Masks For Coronavirus—They Might Increase Your Infection Risk (Forbes)
  7. Daily Oversold Readings Could Support Rebound (John Murphy)
  8. Stock market coronavirus drop was painful, but buying opportunities may arise (New York Post)
  9. ‘SNL’ Cold Open (Daily Beast)
  10. 2020 Corvette Stingray: First Drive Review (Maxim)
  11. Danielle DiMartino Booth on the Federal Reserve (Podcast) (Bloomberg)
  12. Options markets point to a potential bounce for U.S. stocks (Reuters)
  13. Apple glasses could solve one of VR’s biggest issues, patent suggests (techradar)
  14. Fox Business Skips Commercial Breaks to Cover Coronavirus (But Still Has a Sponsor) (Variety)
  15. Phil Knight on the Surprising Origin Story of Nike’s Name and Swoosh (Medium)
  16. The Rise And Fall (And Rise?) Of NASCAR (NPR Planet Money)
  17. What Biden’s Big South Carolina Win Might Mean For Sanders (FiveThirtyEight)
  18. Inside The Crazy Story of Iraq’s Debt (Podcast) (Bloomberg)
  19. Powell: Fed poised to act if needed on ‘evolving’ virus risk (Pensions & Investments)
  20. A Morgan Stanley Manager Who Sold Before Rout Says He’s Buying (Bloomberg)
  21. WHO chief on coronavirus: Global markets ‘should calm down and try to see the reality’ (CNBC)
  22. OPEC may fight coronavirus price slide with deeper oil supply cuts (Fox Business)
  23. Thomas Lee, founder of Fundstrat Global Advisors is forecasting a “V”-shaped, or sharp, recovery for the market (MarketWatch)
  24. The Mystery of What Drives Bob Iger (Wall Street Journal)
  25. Jim Cramer: I Don’t Know Where It Will Bottom, I Do Know What to Buy and Sell (TheStreet)

Be in the know. 15 key reads for Saturday…

  1. The Dow just lost 12% in one week. Here’s why and what likely happens next (CNBC)
  2. Where to Find Bargains in the Coronavirus Selloff (Barron’s)
  3. Didn’t Sell Before the Big Plunge? Here’s the Good News. (Barron’s)
  4. Gilead Sciences Could Have a Coronavirus Cure. Could It Also See a Shakeup? (Barron’s)
  5. Why U.S. Markets Could Recover Quickly From Coronavirus Hit (Barron’s)
  6. Coronavirus Infects Wall Street — Can Biotech Stocks Ride To The Rescue? (Investors)
  7. Meet Peter Tuchman: The face of Wall Street’s absolute worst moments (New York Post)
  8. Powell says Fed Reserve will act as needed in response to coronavirus (New York Post)
  9. Intuit’s big bet says a lot about the debt-laden US consumer (Financial Times)
  10. Disney’s Surprise Move Is All the Buzz in Hollywood (Bloomberg)
  11. Warren Buffett discussed Apple, bitcoin, coronavirus, and Bernie Sanders in an interview this week. Here are his 18 best quotes. ()
  12. Dell counting on server rebound to make up for expected PC slowdown (MarketWatch)
  13. My Notes on Warren Buffett’s 2019 Letter to Shareholders (safalniveshak)
  14. Finite and Infinite Games: Two Ways to Play the Game of Life (Farnam Street)
  15. Coronavirus symptoms, causes, prevention and cure (ValueWalk)

Be in the know. 6 key reads for Friday…

  1. Gilead Sciences (GILD) Initiates Two Phase 3 Studies of Remdesivir for Treatment of COVID-19 (Street Insider) 

  2. OPEC Prepares to Tackle the Coronavirus Fallout for Oil Prices (Barron’s) 

  3. Coronavirus Is Punishing Airline Stocks. It Might Be an Opportunity to Buy. (Barron’s) 

  4. Ex-Fed Gov Warsh sees coordinated global central bank action soon in response to COVID-19 (CNBC) 

  5. Saudis seek bigger oil cut as coronavirus slashes demand (Financial Times) 

  6. Opinion: Stocks’ plunge through a key support level could set up a quick market rebound (MarketWatch)

Be in the know. 7 key reads for Thursday…

  1. Gilead Sciences (GILD) Initiates Two Phase 3 Studies of Remdesivir for Treatment of COVID-19 (Street Insider)
  2. Wait for these signals to buy coronavirus-battered stocks, says BNY Mellon strategist (MarketWatch)
  3. The US-China trade war unintentionally prepared companies for coronavirus (Yahoo Finance)
  4. Wall Street and Atlanta Federal Reserve don’t agree on GDP (New York Post)
  5. TikTok Marketers Chase Billions of Views in Uncharted Terrain (Bloomberg)
  6. Big Oil Price Jump Predicted By Report If Fracking Ends In US (Benzinga)
  7. As China’s Economy Suffers, Xi Faces Pressure to Lift Virus Restrictions (Wall Street Journal)

Be in the know. 10 key reads for Wednesday…

  1. Shale Activist Hunts for New Target in ‘Uninvestable’ Sector (Bloomberg)
  2. Coronavirus Is Roughing Up the Market. Why It’s Time to Refinance Your Mortgage. (Barron’s)
  3. Disney’s New CEO Is a Theme Park Whiz Who Gets Hollywood, Too (Barron’s)
  4. Every Adult in Hong Kong to Get Cash Handout of $1,284 (Bloomberg)
  5. New Chinese billionaires outpace U.S. by 3 to 1: Hurun (Reuters)
  6. $45 Billion: That’s What This Study Says Pensions Lost in Private Equity Gains (Institutional Investor)
  7. Junk bond spreads surge as investors consider virus risks (Financial Times)
  8. Lowe’s Reports Q4 Earnings Beat (Benzinga)
  9. Why one quantitative analyst says stocks may have seen their ‘darkest day’ (MarketWatch)
  10. New Cases Drop in China as Virus Spreads Globally (Wall Street Journal)